Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-502
Closed -$76.8K 553
2025
Q1
$76.8K Sell
502
-52
-9% -$7.95K 0.01% 465
2024
Q4
$82.9K Sell
554
-45
-8% -$6.73K 0.01% 460
2024
Q3
$98.2K Hold
599
0.01% 510
2024
Q2
$83K Buy
599
+18
+3% +$2.49K 0.01% 511
2024
Q1
$80.2K Buy
581
+101
+21% +$13.9K 0.01% 546
2023
Q4
$50.3K Sell
480
-15
-3% -$1.57K 0.01% 621
2023
Q3
$46.8K Sell
495
-98
-17% -$9.26K 0.01% 601
2023
Q2
$59.6K Hold
593
0.01% 547
2023
Q1
$48K Hold
593
0.01% 611
2022
Q4
$44.3K Sell
593
-1,121
-65% -$83.7K 0.01% 613
2022
Q3
$142K Buy
1,714
+40
+2% +$3.31K 0.03% 304
2022
Q2
$134K Buy
1,674
+117
+8% +$9.37K 0.03% 296
2022
Q1
$176K Buy
1,557
+519
+50% +$58.7K 0.03% 297
2021
Q4
$118K Buy
+1,038
New +$118K 0.03% 372